Products & Services

At Perry Planning Group, we provide assistance in the following areas:

Investment Management and Securities offered through representatives of Lincoln Financial Securities

  • Comprehensive Investment Review
  • Managed Investment Account
  • Investment Advisory Services
  • Traditional IRA
  • Roth IRA
  • Rollover IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Account
  • Variable Annuities
  • Company Retirement Plans

Financial Planning offered through representatives of Lincoln Financial Securities

  • Analysis and Creation of Realistic Financial Goals
  • Budgeting and Cash Flow
  • Debt Structuring and Reduction
  • Retirement Savings
  • Retirement Income

Risk Management & Insurance

  • Risk Analysis
  • Life Insurance
  • Disability Income Insurance
  • Fixed, or Indexed Annuity
  • Long Term Care Insurance
  • Health Insurance